EDITOR'S DESK, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS

Portfolio Strength. Four Moves Toward More.

OCTOBER 12, 2019. Trade “agreements” are never final and “deals” are firstly talk. Meanwhile your portfolio turns in the wind created by all that gas. Individual investors can’t stop such. We can however reposition. Trade’s a drag, but not the only macro funk we face. Additionally there’s that pesky “economic slowing” thing. O.K.
Many people talk and some actually make sense. Here’s some. Opportunities only truly end when we stop looking, or thinking. Here’s more. Everything good’s now too expensive. Hog shit. The door toward greater safety or growth’s now closed. Pish-posh. Sometimes the good stuff stares you in the face to the point you don’t even notice anymore. Or maybe that stuff simply looks very different in this macro light. We have one, or two, and they’re not secrets. Both are in fact perfect examples of five characteristics that work brilliantly now. Buy either, or use them as ideas to narrow your process. Your portfolio will love you back for that. The future’s yet coming. Now is always when we’re preparing, Sumo-style. “Portfolio Strength. Four Moves Toward More.”

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Editor's Choice, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, Specials, STOCKS

Gimme Shelter. Stocks For This Storm.

AUGUST 17, 2019. Civil safety messaging is mostly about releasing dire information “appropriately. Never panic people.” That includes bridge collapses and raging epidemics. Never mind the yawning gap or the bodies. And GE may be another Enron fraud, but it’s “inappropriate” to say so. Panic’s destructive in it’s own right, but the clear truth helps, if you can get any in time.
Here’s some. The storm’s upon us, parked and churning. Our economic globe’s spinning more slowly now, and the trade bomb’s going off slow-motion style. Gimme shelter. It exists, if you look.
Meanwhile even keen people confuse trade friction with overarching reality; a mud fight for global influence and economic predominance.
This cultural slipknot around our prosperity isn’t about to loosen.
Years of exasperating trade talks with the multiplicity of Japanese “faces” ended only in fruitless exhaustion. They never truly opened their markets. Japan yet lives in an endless recession.
Global slowing, fed fumbling, and the tariff tilt are boring a hole in confidence.  That trade face-off that once seemed so sensible now spins with much darker import.  Many are now playing not to lose, and offering stock picks accordingly.  We look inside those picks.  It’s not that complicated, when you actually do the looking.  “Gimme Shelter. Stocks For This Storm.”

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EDITOR'S DESK, EDITORIAL, INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS

Harbor. Here Comes The Storm.

MARCH, 31, 2019. Times change. But god it’s been nice. For years we rode that rising wave. Everyone had a great time. Now it’s curling if not crashing. Storms have come to our formally splendid seas. Many have harbored. As the placid and neat turned angry, utils have grown too expensive to buy. That’s how it goes. Did you grab your slice? Upward and onward we go. Oops, we meant simply onward, and up and down.
The S&P can’t hold 2815 with either wet hand. Our fed’s given up attempting to predict what he isn’t reading. Our bull’s shuffling restlessly. Long term investors are rethinking their approach, as every spike simply melts away into sad little puddles. Has your thinking shifted? Still attempting to climb in that smart slow way? Yeah, us too. But we’re scattered.
Predictable pauses had for years led gracefully into plumy runs of joy and slap-happy success. We’re here to help you forget all that. The way forward feels different now, more difficult, and clearly less promising. We’re struggling to maintain focus. We’re ready to instantly sell any three hundred dollar move. But we did exactly that when ETSY reported, and were promptly left behind.
Market storm socks are stiff. Headwinds shift and gales whip ugly everyday. The warnings are in the water. Our markets now, as seen through five mega-leaders and their clutch of sectors. FANG will not prove a pristine harbor this time. Nor will healthcare. We’re all gonna get wet.

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BUSINESS, FUNDAMENTALS, INVESTING, MEDIA, STOCKS, TECHNICALS

Bewitched Night at the Nuclear

MARCH 20, 2019. Our skies run thick with speculation, and hesitation. When will Boeing’s phenomenal new workhorse move? Outside Las Vegas sits the Nuclear Motor Lodge. Us also. Peace brings with it perspective. We’re gaining some. Meanwhile in Renton Washington fresh copies of the 737 Max pile up on the moist tarmac. Shares of BA are piled up also, between the EMAs.
BA will fly Max 8s again, and pretty soon. Count on it. Bet on it. STOCKjAW continues to. We also lucked into a talk with a top level Boeing insider–no kidding. Life’s weird that way.
Some say BA’s a “battle ground.” Thanks Cramer. But that’s indeed true. And then, so what? Wasn’t Target a battle ground in the fugly sprawling aftermath of it’s mammoth data breach? And everybody who pounced on that ick got paid.
Modern living can prove a bitch at times, but then what isn’t? Modern motor lodge living makes that a bit better, particularly mid-week. By then all crowds have fled leaving a quiet elite grace to unfurl. Listen Woody. Amid the utter cool of a turquoise pool, you may just notice Amazon busily busting a major move. We did, and now we share it with you. Check our mega-fresh charts. Get here, and get square on the facts.

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BUSINESS, CULTURE, EDITOR'S DESK, EDITORIAL, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS

Standing Tough. SJ Portfolio Now

FEBRUARY 3, 2019. Change often comes in a flash. Ask the man who brings pizza to our office. He sports shorts everyday. He came from southern California where snow is unknown and assures us “its’ all good.” That’s when we pay him 50% above pie price and discuss stock picks.
He’s one of the few and only the few who wear shorts year round. Shorts in the snow may be an individual thing, but for sure only the rare individuals own individual stocks when things get tough. That’s like shorts-wearing while strolling the snow around the building ledge. And only the few out of the last group make it pay.
STOCKjAW works around the clock to make it pay. We’re lucky that way and share it all with you joyously. It’s not a secret to sell, as far as we’re concerned. It’s spreading the joy. Stand tough now and you’ll get 50% above pie price. Our picks now.

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INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS, THINKING NOW

Docking For Earnings. Verizon, Abiomed, Boeing, Amazon.

JANUARY 29, 2019. After the banks reported with strength we now move on to the loved, the growth, and a haven many use to talk. Amazon is the Death Star, and nothing will change their path of dominance, for now. Boeing has however done something we would never have expected. See what.
This very morning Verizon calls. We are hoping for something snappy and crisp. And on Thursday we hope and trust in Abiomed to enliven our hearts. Docking For Earnings right here. STOCKjAW.

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EDITOR'S DESK, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS

Amazon? Again? Now? Bird Talk.

JANUARY, 12, 2019. When equity markets are pulverized even the best and towering are blistered, like now. Money “rotates” from once craved growth to stunningly bland creepers called “defensive,” like now. When airborne macros are ingested by our economic turbines our equity markets are chopped like pigeon bits. That’s when the “lame” go fame. Food and utility names suddenly strut and glitter all over, while the red carpet is harshly jerked out from under real-deal growth. “Amazon” you say? Right, and Boeing too.
Investors behave much like app-driven hook-ups. Spangles blind and then the charm dims to a twenty-watt bulb. Maybe someone orders a pizza. “Bang” it’s all smoke and mess.
Many “investors” possess the stock staying power of a stadium wave. “Oops–gotta go.” No kiss. No middle finger. Nothing but ass-and-elbows.
Last year AMZN hit 2050.50. Now it’s 1640.56. That’s $410.06 cheaper. Do you think AMZN will ever read on fundamentals again–before it takes over the world? If so, now’s your time. Better hurry. Even fair-weather fans are beginning to notice. STOCKjAW gets technical, and fundamental.

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